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Ballast Small/Mid Cap ETF

5 hedge funds and large institutions have $4.15M invested in Ballast Small/Mid Cap ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$3.01M +$3.01M +89,384 New
HighTower Advisors
2
HighTower Advisors
Illinois
$420K +$104K +3,076 +33%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$363K +$363K +10,804 New
HB
4
Homrich & Berg
Georgia
$361K +$34.5K +1,025 +11%
UBS Group
5
UBS Group
Switzerland
$2K +$2K +60 New
Citadel Advisors
6
Citadel Advisors
Florida
-$255K -9,559 Closed